In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions break down the five estate planning basics every retiree should have in place. They explain why these core documents aren’t just for the wealthy — but for anyone who wants peace of mind, control, and protection for their family. From wills and trusts to powers of attorney, Sam and Linwood walk through the essentials that help retirees avoid costly mistakes and ensure their wishes are carried out.
You’ll learn how each piece fits into your retirement plan and why updating these documents regularly is just as important as creating them in the first place.
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00:00 Introduction to Today’s Topic
00:43 Why Estate Planning Matters for Retirees
02:11 Will Basics: Distribution & Guardianship Decisions
05:08 Trusts: Avoiding Probate and Retaining Control
08:42 Healthcare Directives and Living Wills
11:56 Powers of Attorney (Financial & Medical)
15:12 Beneficiary Designations: Retirement Accounts & Insurance
18:09 The Importance of Keeping Documents Updated
20:47 Final Thoughts and Next Steps


Disclaimer:
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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